See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07032 | Advisory (Plan) | $55,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,088 | $50,820+266.2% | $155,567+19.6% | $77,671+139.6% |
| Participation rate | 87.6% | 63.1%+24.5pp | 78.2%+9.4pp | 70.6%+17.0pp |
| Annual return | 14.56% | 34.85%-20.3pp | 64.74%-50.2pp | 31.21%-16.6pp |
| Employer contribution / active EE | $12,377 | $1,993+521.1% | $4,674+164.8% | $2,726+354.0% |
| Participant deferral / active EE | $12,285 | $2,823+335.1% | $5,628+118.3% | $4,648+164.3% |
| Admin fee / account holder | $268 | $436-38.5% | $15,916-98.3% | $430-37.8% |